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Small Business Commercial Lines Course

Registration for the summer session is open!

100%                           >$250,000
of graduates would recommend                                               in written premium
the course to others                                                                        since graduation

About the Course

The “Small Business Commercial Lines Course” provides knowledge and understanding of the basics of Small Business Commercial Insurance principals, coverages, agency management, customer services, best practices and sales. The goal is to provide a working knowledge of Small Business ACORD applications and ISO policy forms for Business Owners Policy BOP, Commercial Auto-CA, Workers Compensation-WC and Umbrella –UM.

This program provides tools, resources and best practices, along with informative marketing ideas to put a plan in place for selling Small Business Commercial Lines insurance with confidence.

Schedule & Objectives

Chapter 1: Introduction to Small Business Commercial Insurance

Thursday, July 11, 2019
10:00 AM - 12:30 PM CST

Lesson 1 – Definitions

  • Master definitions of Insurance 101, Risk, Perils and gain basic knowledge of regulations

Lesson 2 – Best Practices

  • Interact with a mock prospect and utilize quote sheets
  • Grasp how to transfer information from quote sheets onto the ACORD 125 Commercial Insurance Application and its importance to an underwriter and your records
Chapter 2: Intro to Business Owners Policy (BOP)

Tuesday, July 16, 2019
10:00 AM - 12:00 PM CST

Lesson 1 – The Basics of BOP & ACORD 160

  • Learn the various classifications that are eligible for Small Business Commercial Insurance
  • Discover various resources to assist you with risk management and learn how to utilize checklists to identify coverage needs for new prospects
  • Master how to take information collected, review and complete a BOP ACORD 160 application by section to quote online or for submission to a carrier

Thursday, July 18, 2019
10:00 AM - 1:00 PM CST

Lesson 2 – Business Owners Coverage Form: BP 00 03 07 13

  • Discover how to identify coverages, optional coverages, as well as exclusions on a BOP ISO Coverage Form: BP 00 03 07 13
Chapter 3: Intro to Commercial Business Auto

Tuesday, July 23, 2019
10:00 AM - 12:00 PM CST

Lesson 1 – Intro to Business Auto

  • Learn how to identify what types of vehicles qualify for Commercial Auto
  • Grasp the definitions of each symbols 1 – 9 and 19 of a business auto claim
  • Master how to complete the Business Auto Section application: ACORD 127

Thursday, July 25, 2019
10:00 AM - 1:00 PM CST

Lesson 2 – Business Auto Coverage Form: CA 00 01 10 13

  • Discover how to identify coverages and additional coverages, as well as exclusions on the CA ISO form: CA 00 01 10 13
Chapter 4: Intro to Workers Compensation

Tuesday, July 30, 2019
10:00 AM - 12:00 PM CST

Lesson 1 – Intro to Workers Compensation

  • Learn how to identify WC classifications and how to utilize NCCI
  • Review Experience Modifications, Contractors Credit, Officers/Partners Exclusions and Audits
  • Master how to complete a Workers Compensation Application: ACORD 130

Thursday, August 1, 2019
10:00 AM - 1:00 PM CST

Lesson 2 – Review the Workers Compensation Coverage Form: WC 00 00 00 C

  • Grasp how to identify coverages and exclusions WC ISO form: WC 00 00 00 C
Chapter 5: Intro to Umbrella

Tuesday, August 6, 2019
10:00 AM - 1:00 PM CST

Lesson 1 – Intro to Umbrella and Excess Liability

  • Learn the basic differences between Umbrella vs Excess Liability
  • Master how to complete an Umbrella Application: ACORD 131

Thursday, August 8, 2019
10:00 AM - 12:00PM CST

Lesson 2 – Review the Commercial Liability Umbrella Coverage Form

  • Study how to identify coverages, exclusions on the commercial umbrella coverage form: CU00014W
Chapter 6: Small Business Commercial Insurance Marketing

Tuesday, August 13, 2019
10:00 AM - 12:30 PM CST

Lesson 1 – “Have a Plan, Work your Plan”

  • Learn how to put a marketing plan in place utilizing available free resources and track your progress

Hear From Recent Graduates

"I have been writing commercial business for several years and didn't realize all of the resources available to me. If you are new to commercial lines, it would give you the best start. Learning the ACORD apps and the resources available are priceless! As someone who has worked with commercial lines, it fills in the gaps and makes it easier to close the sale." 
Melinda Moffit, Principal/Owner, Bob Moffit Agency

"The course gives you an understanding of each line of business so that you can feel confident in the product you are selling. Make sure you devote the time to really dig in and pay attention as there is such a wealth of knowledge at your fingertips without you having to go find it all yourself."
Mary Robinson, Officer Manager, Scott Loveland Insurance, LLC

"It is a great way to get an overview of each commercial line so you have at least a basic knowledge to get started. It also provides a great deal of resources to help you learn and start selling CL."
Joe Seitzer, Principal, Homeland Insurance Group, LLC

"The class was very informative to get you better familiar with the ACCORD forms and the information you need to know to help your customers better." 
Jasmine Lindsay, CSR, Westside Insurance Agency, LLC

"[It is] a program that will be great for getting you started in commercial insurance."
Jeremy Eden, Principal, Eden Insurance & Financial Services, LLC

About the Presenter

kathy-eraci-bova

Katherine Eraci-Bova, SBCS
Vice President of Education, ASNOA

 I’ve been working in the independent agency sector since 1980 and have been a member of the ASNOA Team since 2005. I’ve attended the Travelers School for Commercial Lines Insurance. I lead the ASNOA Education Department and have trained hundreds of ASNOA Affiliated Agencies and their staff throughout the US using live classroom training, webinars and recorded sessions.

I have a proven track record giving guidance to agents by setting best practices, developing workflows within an agency and teaching agents how to utilize their Agency Management System. I present at multiple Applied Net Conferences, participate on the Product Advisory Committee, and continually strive to make day to day processes easier.

Overall, I take pride in assisting new ASNOA Agents transition into the independent agency sector, as well providing ongoing training for new agent’s staff.

Learning Options

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Live Online Courses

Like to have a live instructor when you learn? You can register for live online courses to train along peers and interact with the trainer in real-time. The course takes approximately six weeks, covering one chapter per week.

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Recorded Sessions

Like learning at your own pace? Register for our eLearning series where you can pick and choose when you'd like to complete each chapter. You have six months to complete all six chapters.

COMING SOON

 

ASNOA Small Business Commercial Lines Diploma

Upon successful completion of this course, you will receive an “ASNOA Small Business Commercial Lines Diploma.”
No CE or designations are available for this course at this time.

ASNOA Graduates with Diploma

Jamie Liles, Annette Jenkins and Will Burch from Burch & Liles Insurance Solutions, LLC in Butler, MO

Danielle Gustafson, Producer/CSR, Advantage Insurance, LLC in Loveland, CO

Danielle Gustafson, Producer/CSR, Advantage Insurance, LLC in Loveland, CO

Jeremy Eden, Principal, Eden Insurance & Financial Services, LLC in Bloomington, IL

Jeremy Eden, Principal, Eden Insurance & Financial Services, LLC in Bloomington, IL

Jasmine Lindsay, CSR, Westside Insurance Agency, LLC in Chicago, IL

Jasmine Lindsay, CSR, Westside Insurance Agency, LLC in Chicago, IL

Nathan Price, Producer, Gary L. Price Agency, LLC in Webb City, MO

Nathan Price, Producer, Gary L. Price Agency, LLC in Webb City, MO

Get this course now!

We are happy to answer any questions you may have. Feel free to email or call us today at [email protected] or 866.484.9849